Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,160 | $73,787+49.3% | $98,716+11.6% | $82,448+33.6% |
| Participation rate | 24.2% | 61.4%-37.2pp | 69.3%-45.1pp | 68.1%-43.8pp |
| Annual return | 11.93% | 18.57%-6.6pp | 31.81%-19.9pp | 41.64%-29.7pp |
| Employer contribution / active EE | $869 | $1,511-42.5% | $2,279-61.9% | $2,551-66.0% |
| Participant deferral / active EE | $1,388 | $3,081-55.0% | $4,048-65.7% | $4,139-66.5% |
| Admin fee / account holder | $280 | $6,500-95.7% | $8,703-96.8% | $7,234-96.1% |